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How to take returns

Abstract

First add an item to the ledger by selection or scanning. View the item details and mark for return. Optionally mark to restock. Reports provide a breakdown of returned taxes, returned revenue and cash flow.

Quetzal philosophy

Quetzal helps you to sell your products, but when its necessary Quetzal makes it easy for you to accept returns too. Integrating returns into the ledger with sold items, it becomes a snap to do an exchange, and by running only the difference through the payment processor, it saves you money on payment fees at the same time. And with the press of a button you can choose to re-add the returned item to your stock.

How to mark an item as a return

First, add the item to the ledger as though you were going to sell it. Select the item from the ledger to view that item's details.

On the left side of the item details panel, there is a button to mark this item as a return. Pressing the button will cause it to depress and stay pressed in until you press it again to undo that setting and again have it on the ledger for sale. The color of the item's extended price in the ledger changes to red to indicate that the value is negative.

Red numbers are used throughout Quetzal to indicate that a currency value is negative.

When an item has been marked as a return, a new button becomes available immediately below the mark as return button. Mark to restock can also be pressed, and will remain pressed in to indicate that it is going to be added back to stock when the transaction is finalized. Pressing the button again will pop it back out and set it back to not be restocked.

As can be seen in the ledger displayed above, items for sale and items being returned can easily be mixed together in a single transaction. Often a customer is bringing back an item in order to replace it with something else. Quetzal shows the math in small print above each subtotal and tax.

By combining the return with the sale, you save money on payment transaction processing charges and keep your inventory numbers correct.

When applying discounts to items, a discount can be split across multiple items. A discount for a fixed amount of currency will be distributed and weighted across the selected items. However, it doesn't make any sense to split a single discount across items both for sale and for return. When making the selection, only items of one type can be selected together, several returns or several items for sale, but not both at the same time.

Quick returns

If a customer needs to return an item and you are able to find that item listed in the customer's previous transactions, you may be able to perform a quick return. Quick returns allow you to return an item with minimal menu navigation and are potentially much faster than a standard return.

A quick return has a few limitations over a standard return:

In order to make a quick return, first find the customer's profile in your customers menu in the terminal. Next, hold your finger on the item you wish to return and it should automatically be added to the ledger as a return.

In the above example we can see how the Alligator shoe was added to the ledger as a return by holding down the item in the purchases section.

How returns are tracked and reported

From the reporting tab in the terminal screen, the transaction summary shows returned items in the ledger just as they appeared when the transaction was in progress. The daily summary report incorporates any returns into the balance for the day.

From the reports screen, the history reports are broken out into multiple views of activity. The revenue report does not incorporate returns. In order to see the returned revenue for the date range, you would use the returned revenue report. The values from returned revenue must be subtracted from the revenue report in order to get a complete picture of income for that date range.

Two history reports can be viewed overlaid on top of each other, to more easily compare their values. When viewed together they use the same scale. To learn more about reporting on past transactions refer to the article about history reports.

It is also possible to filter reports by customer, clerks and locations so Quetzal makes it easy to see if there is a particular customer, clerk or location that has an unusual number of returns occurring. If an item is being returned often it could indicate that something is wrong with it.